You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞銀:澳門賭業股已大致反映全面復甦 偏好澳博(00880.HK)及新濠博亞(MLCO.US)
瑞銀發表研究報告,指在中國重新開放和博彩牌照明朗化的推動下,該行業在兩個月內上升95%,料已大致反映全面復甦。該行指,將會持更審慎的態度,將銀娛(00027.HK)、美高梅中國(02282.HK)、金沙中國(01928.HK)和永利澳門(01128.HK)的評級從「買入」下調至「中性」。該行相信,較預期快的重新開放應該會加速行業盈利復甦,預計中場博彩總收入將在今年恢復到2019年疫情前的65%,並在明年恢復到100%,EBITDA將在今年恢復到疫情前的約36%,並在明年達到95%。該行首選澳博(00880.HK)及新濠博亞(MLCO.US),均予兩間公司「買入」評級。 該行預計春節假期的每日博彩收入為4億至5億澳門元,對整個行業持「中性」看法。考慮到中國重新開放速度快於預期,將今年中場博彩收入預測提高28%,EBITDA預測增69%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account